October 4th, 2009 by Prieur du Plessis, Investment Postcards from Cape Town

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In this three-part interview, Andy Rothman China macro strategist of CLSA, discusses a number of China-related issues with Ben McLannahan, Asia Lex writer of the Financial Times.

Part 1: Rothman on why there’s no China bubble

Click here or on the image below to view the video.

Part 2: Rothman on the renminbi and the health of Chinese consumer spending

Click here or on the image below to view the video.

Part 3: Rothman on risks that may derail China rebound

Click here or on the image below to view the video.

Source: Ben McLannahan Financial Times (here, here and here), September 30, 2009.

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Dr. Prieur du Plessis is an investment professional with 26 years' experience in investment research and portfolio management. More than 1,200 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns, including his blog, Investment Postcards from Cape Town. He has also published a book, Financial Basics: Investment. Prieur is Chairman and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and a number of foreign countries. He also serves as Honorary Consul of Slovenia for South Africa, actively developing economic, cultural and scientific relations between Slovenia and South Africa. Prieur is 54 years old and live with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His leisure activities include long-distance running, traveling, reading, motor-cycling and scripophily. Read more from the author/contributor here.

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